Wednesday, August 16, 2017

Pre-retirees Who Work with An Advisor Are Twice as Likely To Feel Prepared For Retirement

Pre-retirees Who Work with An Advisor Are Twice as Likely To Feel Prepared For Retirement
LIMRA

(InsuranceNewsNet)

AAAE News - Organizational Announcement

We are very happy to introduce you to the newest member of the Ann Arbor Annuity Exchange team. She brings a unique set of skills to her position and is here to provide you with the support and top-level service necessary to not only efficiently place business, but also to help take your business to new heights. Please join us in welcoming Sally to our team!
Sally Doukas, Life Marketing Consultant
800.321.3924 x130 | sdoukas@annuity-exchange.com

 
My professional career has always been one of service.

Longevity Risk and the Annuity Answer

Longevity Risk and the Annuity Answer
By Kim O'Brien

(Advisor News)

____________________
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

DOL Fiduciary Rule: Finally Some Clarity?

By Heath Waddington, Senior Vice President of Sales & Marketing

At least we know, right? We are now several weeks into the DOL fiduciary rule transition period that moves the sale of financial products, when dealing with qualified money, to a best-interest standard. This is a big change, but we are still in the transition period that has its own specified requirements, which will change again on January 1, 2018, when the remaining aspects of the rule become applicable.
 

Before we get into what producers in the field should be doing to comply with the rule, it is important to note how the status of fixed index annuities (FIAs) and where they fall within the rule has changed… multiple times!

How the Financial-Services Industry Is Using Social Media

How the Financial-Services Industry Is Using Social Media
By Amy McIllwain

(Wealth Management)

____________________
Prior to participating in any marketing campaigns/programs/Social Media, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable.

How Do You Know if You Are Doing the Right Thing?

By Gissou Gotlieb, Field Suitability Compliance Officer

The “right” thing – we are asked to do it day in and day out, we are asked to think it day in and day out, but sometimes figuring out what the “right” thing is, is so elusive. How do we define “right” and how do we know when our assessment is right??

Thursday, August 10, 2017

DOL seeks to delay fiduciary rule until July 2019

DOL seeks to delay fiduciary rule until July 2019
By Mark Schoeff Jr.

(InvestmentNews)

____________________
Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.